Documents - Document Settings - SharePoint Integration Overview

The SharePoint Integration in Neostella allows users to open and edit Microsoft Office documents (Word, Excel, PowerPoint) stored in your tenant under Cases > Documents directly through Microsoft SharePoint, without downloading files or using local Office apps. This creates a seamless and secure editing experience while Neostella remains the central source of truth, leveraging SharePoint’s native real-time collaboration and Autosave features. All edits are synced back to Neostella, ensuring proper version control, security, and document integrity.

Key Features

You can open your Microsoft Office documents uploaded in Documents directly in SharePoint.

• Seamless editing: Open and edit Office documents directly from Neostella in SharePoint—no downloads or manual re-uploads.
• Real-time collaboration: Multiple users can co-author files simultaneously when using Microsoft’s native interface.
• Automatic versioning: Once the SharePoint editing session ends or becomes inactive, Neostella creates a new version .
• Improved accuracy: Eliminates duplicate or outdated file copies by ensuring all edits are applied to the same document.
• Time savings: Faster workflows with direct browser-based editing and continuous Autosave.
• Enhanced security: Uses a dedicated tenant-specific SharePoint workspace and maintains Neostella permissions and compliance.
• Centralized file governance: Neostella remains the repository for storage, metadata, tags, and document relationships.